Addresses (list)

Click CTRL+Q to move the cursor to the quick launch field. Type the address keyword into the quick launch box. Select the Addresses result.

-or-

Click Client administration > Lists > Addresses.

The Address list displays a list of addresses stored in the system. These addresses can be assigned to business parties or other entities as required.

Navigating the list

The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed. For more information on custom lists and views see How to manage lists and views.

Actions

Action	Description
Actions	Opens a menu to select available functions associated with the area being worked with.
View	Opens a menu to select or save a layout for the specific list being viewed.
Export to excel	Exports the current list being viewed into a new Excel document.
Print preview	Opens a Print preview window.
Print	Opens a dialogue box to select print options.
Create an address	Opens a form to add a new address. See Address (form) for more details.
Change registered office	Opens a wizard to change the registered office of a selected client.
Copy address	When an address is highlighted in the list, Copy address will paste the address fields into a New- Address form to be altered and saved as a new record.
Delete	The Delete command will appear dimmed if an item is not first selected in the l list. Delete will remove the selected item from the database.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.
Close	Closes the addresses list.

Fields

Field	Description
Address	The full address of the record.
Address name	The name of the address.
City	The city in which the location belongs.
Country/Region	The country or region or the location that the address applies to.
County	The county that the location belongs to.
Created by	The date this record was created.
Created on	The user who created this record.
Favorite?	Whether or not this address has been marked as a favourite.
Fax	The fax number of the location.
Latitude	The latitude coordinates of this location.
Longitude	The longitude coordinates of this location.
Main phone	The main telephone number of the location.
Modified by	The last user to modify the details of this record.
Modified on	The date this record was last modified.
Other phone	The secondary telephone number of the location.
P.O. box	The post office box number of the location.
Primary contact	The name of the primary contact for this location.
Private owner	The name of the private owner of this location, if applicable.
Province/State	The province or state of the location the address will apply to.
Record ID	The current record's identification number.
Registered office?	Whether or not the place of business that this address belongs to is a registered office.
Status	The current status of the address.
Street 1-3	The street address of the location.
Telephone 3	A third telephone number to contact this location, if applicable.
ZIP/Postal code	The zip or postal code of the location.

Navigating the list

Actions

Fields

See also

Comments